FIRST TR S&P REIT INDEX FD's ticker is FRI and the CUSIP is 33734G108. A total of 60 filers reported holding FIRST TR S&P REIT INDEX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $537,099 | -28.7% | 23,505 | -23.2% | 0.01% | -16.7% |
| Q2 2023 | $753,107 | -8.6% | 30,597 | -9.6% | 0.01% | -14.3% |
| Q1 2023 | $823,828 | +5.7% | 33,833 | +4.1% | 0.01% | 0.0% |
| Q4 2022 | $779,458 | +93.9% | 32,504 | +86.2% | 0.01% | -12.5% |
| Q3 2022 | $402,000 | +22.9% | 17,452 | +37.3% | 0.01% | +60.0% |
| Q2 2022 | $327,000 | – | 12,710 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Aft, Forsyth & Sober, LLC | 228,350 | $5,475,833 | 2.46% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 33,539 | $804,255 | 0.72% |
| Harvest Investment Services, LLC | 13,509 | $323,940 | 0.35% |
| Beacon Financial Advisory LLC | 12,897 | $309,271 | 0.22% |
| Kesler, Norman & Wride, LLC | 29,335 | $703,453 | 0.18% |
| Chicago Partners Investment Group LLC | 109,971 | $2,921,922 | 0.18% |
| FLOW TRADERS U.S. LLC | 66,541 | $1,596 | 0.08% |
| Bensler, LLC | 14,228 | $341,188 | 0.08% |
| M Holdings Securities, Inc. | 22,054 | $529 | 0.06% |
| Financial Advocates Investment Management | 26,742 | $641,278 | 0.05% |